Seasonal Tax Associate — Client-Focused, Training‑Driven

H&R Block; Piney Green (NC); Sur place; USD 21 000 - 30 000; Temps partiel

Résumé du poste

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients to gather information, prepare tax returns with training, explain tax concepts clearly, and identify savings opportunities while leveraging available resources.

The role emphasizes building client relationships and contributing to team objectives. No prior tax experience is required, as comprehensive training is provided from day one.

Qualifications

• Experience interacting with customers in a service context.
• Strong communication and ability to explain information clearly.
• Problem-solving skills with information organization and solutions.
• Comfort using AI-based tools like Copilot and ChatGPT.
• High school diploma or GED (or equivalent).
• Bachelor’s degree in accounting/finance or related field preferred.

Responsabilités

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support from experienced teammates.
• Explain tax information clearly and provide recommendations clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities through teamwork.

Connaissances

Customer service

Communication

Problem-solving

Questioning needs

Tech tools familiarity

Formation

High school diploma / GED

Bachelor’s degree in accounting/finance or related field

Outils

Copilot

ChatGPT

Description du poste

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients to gather information, prepare tax returns with training, explain tax concepts clearly, and identify savings opportunities while leveraging available resources.

The role emphasizes building client relationships and contributing to team objectives. No prior tax experience is required, as comprehensive training is provided from day one.